For agencies / Sharing & approval
Preview a plan as your client
See the app exactly as one of your clients sees it, without changing anything.
Who can do this: All staff
Before you start
- Admins can preview any client. Creatives can preview the clients assigned to them.
Steps
-
Open the plan.
-
Select Preview in the plan header.
-
Look around. A banner at the top says Viewing as the client, read only.
-
Select Exit preview to return to the plan.
What happens next
Preview works on every plan. A draft or a plan in review looks exactly as it will once it is shared, and your client still can't see it.
To look around everything a client can see, open Clients and select View as client on the client's row. It lists only the plans your client can see, so draft plans and plans in review are not there, and Exit preview returns to Clients.
Notes
- The preview is read-only. It doesn't open the client's notifications or let you change their account.